Wiser Wealth Management, Inc Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$437.4B
Holdings
54
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 231,835 | $142.0B | 32.46% | |
| 2 | JCPBJ P MORGAN EXCHANGE TRADED F | 1,120,590 | $53.3B | 12.18% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 607,303 | $36.4B | 8.32% | |
| 4 | VGTVANGUARD WORLD FD | 37,383 | $27.9B | 6.38% | |
| 5 | SLQDISHARES TR | 449,115 | $22.8B | 5.22% | |
| 6 | BNDXVANGUARD CHARLOTTE FDS | 452,587 | $22.4B | 5.12% | |
| 7 | COWZPACER FDS TR | 369,827 | $21.3B | 4.86% | |
| 8 | IVVISHARES TR | 28,953 | $19.4B | 4.43% | |
| 9 | BSVVANGUARD BD INDEX FDS | 219,060 | $17.3B | 3.95% | |
| 10 | VIOOVANGUARD ADMIRAL FDS INC | 147,385 | $16.3B | 3.72% | |
| 11 | BNDVANGUARD BD INDEX FDS | 151,543 | $11.3B | 2.58% | |
| 12 | IAGGISHARES TR | 83,211 | $4.3B | 0.97% | |
| 13 | IJRISHARES TR | 27,332 | $3.2B | 0.74% | |
| 14 | AAPLAPPLE INC | 11,794 | $3.0B | 0.69% | |
| 15 | BITBBITWISE BITCOIN ETF TR | 45,516 | $2.8B | 0.65% | |
| 16 | VVVANGUARD INDEX FDS | 9,123 | $2.8B | 0.64% | |
| 17 | MSFTMICROSOFT CORP | 4,178 | $2.2B | 0.49% | |
| 18 | NVDANVIDIA CORPORATION | 11,388 | $2.1B | 0.49% | |
| 19 | SUBISHARES TR | 18,815 | $2.0B | 0.46% | |
| 20 | AQLTISHARES TR | 22,169 | $1.9B | 0.44% | |
| 21 | HDHOME DEPOT INC | 4,442 | $1.8B | 0.41% | |
| 22 | VXUSVANGUARD STAR FDS | 21,616 | $1.6B | 0.36% | |
| 23 | ETHWBITWISE ETHEREUM ETF | 49,228 | $1.5B | 0.34% | |
| 24 | SPYSPDR S&P 500 ETF TR | 2,045 | $1.4B | 0.31% | |
| 25 | VTIVANGUARD INDEX FDS | 4,106 | $1.3B | 0.31% | |
| 26 | GOOGLALPHABET INC | 4,686 | $1.1B | 0.26% | |
| 27 | FTECFIDELITY COVINGTON TRUST | 5,095 | $1.1B | 0.26% | |
| 28 | VIGVANGUARD SPECIALIZED FUNDS | 5,236 | $1.1B | 0.26% | |
| 29 | AMZNAMAZON COM INC | 4,789 | $1.1B | 0.24% | |
| 30 | METAMETA PLATFORMS INC | 1,084 | $796.1M | 0.18% | |
| 31 | JNJJOHNSON & JOHNSON | 4,220 | $782.5M | 0.18% | |
| 32 | AVGOBROADCOM INC | 2,204 | $727.1M | 0.17% | |
| 33 | MUBISHARES TR | 5,953 | $633.9M | 0.14% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,162 | $584.2M | 0.13% | |
| 35 | SOSOUTHERN CO | 5,897 | $558.9M | 0.13% | |
| 36 | TSLATESLA INC | 1,251 | $556.3M | 0.13% | |
| 37 | SPTMSPDR SERIES TRUST | 6,775 | $546.4M | 0.12% | |
| 38 | JPMJPMORGAN CHASE & CO. | 1,705 | $537.9M | 0.12% | |
| 39 | WMTWALMART INC | 4,604 | $474.5M | 0.11% | |
| 40 | GOOGALPHABET INC | 1,897 | $462.0M | 0.11% | |
| 41 | VVISA INC | 1,241 | $423.7M | 0.10% | |
| 42 | PGPROCTER AND GAMBLE CO | 2,407 | $369.8M | 0.08% | |
| 43 | LLYELI LILLY & CO | 475 | $362.4M | 0.08% | |
| 44 | ORCLORACLE CORP | 1,277 | $359.1M | 0.08% | |
| 45 | NFLXNETFLIX INC | 279 | $334.5M | 0.08% | |
| 46 | NSCNORFOLK SOUTHN CORP | 1,064 | $319.6M | 0.07% | |
| 47 | MAMASTERCARD INCORPORATED | 471 | $267.9M | 0.06% | |
| 48 | XOMEXXON MOBIL CORP | 2,326 | $262.2M | 0.06% | |
| 49 | 4I1PHILIP MORRIS INTL INC | 1,600 | $259.5M | 0.06% | |
| 50 | ADPAUTOMATIC DATA PROCESSING IN | 812 | $238.3M | 0.05% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 673 | $232.4M | 0.05% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 226 | $209.2M | 0.05% | |
| 53 | WYWEYERHAEUSER CO MTN BE | 8,420 | $208.7M | 0.05% | |
| 54 | FETHFIDELITY ETHEREUM FD | 4,984 | $207.1M | 0.05% |